Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,523
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$139M
3
+$59M
4
GPC icon
Genuine Parts
GPC
+$52M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$45.3M

Top Sells

1
+$185M
2
+$133M
3
+$79.2M
4
WMT icon
Walmart
WMT
+$78.9M
5
HSIC icon
Henry Schein
HSIC
+$76M

Sector Composition

1 Technology 20.14%
2 Industrials 9.95%
3 Financials 9.37%
4 Healthcare 8.44%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$7.34M 0.01%
28,126
+17,599
1002
$7.34M 0.01%
43,533
+5,821
1003
$7.34M 0.01%
39,169
+1,731
1004
$7.32M 0.01%
196,578
+170,259
1005
$7.3M 0.01%
110,989
+4,362
1006
$7.27M 0.01%
39,410
-3,325
1007
$7.26M 0.01%
285,395
+57,322
1008
$7.25M 0.01%
224,444
-397
1009
$7.25M 0.01%
96,914
+2,453
1010
$7.24M 0.01%
217,235
+9,144
1011
$7.22M 0.01%
174,595
+10,333
1012
$7.2M 0.01%
75,250
-1,270
1013
$7.2M 0.01%
178,819
+47,471
1014
$7.19M 0.01%
846,901
+68,833
1015
$7.18M 0.01%
92,354
+1,102
1016
$7.13M 0.01%
236,702
+37,941
1017
$7.1M 0.01%
57,166
-47,420
1018
$7.09M 0.01%
34,003
+139
1019
$7.09M 0.01%
42,648
+8,271
1020
$7.08M 0.01%
67,120
+3,627
1021
$7.08M 0.01%
144,926
-49,283
1022
$7.07M 0.01%
137,940
-21,707
1023
$7.07M 0.01%
580,594
+52,619
1024
$7.06M 0.01%
52,607
+3,133
1025
$7.06M 0.01%
106,838
-1,419
39 40
41
42 43